BWM - Issue # 84 - October 26, 2025

Canada, Gaming, Big Tech, Cars, Europe, Sin Stocks, Fighting, Shorting, Footwear, Asia, Mergers, AI, Metals, Healthcare, Salads, Fast Food and other things to munch on...

Welcome to the eighty fourth edition of BWM (Bi-Weekly Munchies) …

BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!

Let the munching begin!

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Company Write Ups/Short Reports/Earnings/briefs/etc.

Intuitive Surgical -- ISRG 0.00%↑ -- Write Up

Nebius Group -- NBIS 0.00%↑ -- Write Up

Pitney Bowes -- PBI 0.00%↑ -- $$$ -- Write Up

Grindr -- GRND 0.00%↑ -- Short Report

Shopify -- SHOP 0.00%↑ -- Write Up

FTAI Aviation -- FTAI 0.00%↑ -- Write Up

Oracle -- ORCL 0.00%↑ -- Write Up

Ferguson Enterprises -- FERG 0.00%↑ -- $$$ -- Write Up

Palo Alto Networks -- PANW 0.00%↑ -- Write Up

Richtech Robotics -- RR 0.00%↑ -- Short Report

FutureFuel -- FF 0.00%↑ -- Write Up

Daqo New Energy -- DQ 0.00%↑ -- Write Up

CorMedix -- CRMD 0.00%↑ -- $$$ -- Write Up (In French)

Portillos -- PTLO 0.00%↑ -- Write Up Part 1

Portillos -- PTLO 0.00%↑ -- Write Up Part 2

Intuit -- INTU 0.00%↑ -- Write Up

Pagaya Technologies -- PGY 0.00%↑ -- Write Up

FactSet -- FDS 0.00%↑ -- Write Up

Rubrik -- RBRK 0.00%↑ -- Write Up

Pfizer -- PFE 0.00%↑ -- Write Up

Jack Henry & Associates -- JKHY 0.00%↑ -- $$$ -- Write Up

Franklin Street Properties Corp -- FSP 0.00%↑ -- Write Up

Kaspi.kz -- KSPI 0.00%↑ -- Write Up

Reddit -- RDDT 0.00%↑ -- Write Up

Charter Communications -- CHTR 0.00%↑ -- Write Up Part 1

Charter Communications -- CHTR 0.00%↑ -- Write Up Part 2

Intuitive Surgical -- ISRG 0.00%↑ -- Write Up

FMC Corp -- FMC 0.00%↑ -- Write Up

Ramaco Resources -- METC 0.00%↑ -- Short Report

FedEx -- FDX 0.00%↑ -- $$$ -- Write Up

Clorox -- CLX 0.00%↑ -- $$$ -- Write Up

Alkami Technology -- ALKT 0.00%↑ -- Write Up

Crocs -- CROX 0.00%↑ -- Write Up

Novo Nordisk -- NVO 0.00%↑ -- Write Up

Eli Lilly -- LLY 0.00%↑ -- $$$ -- Write Up

RXO -- RXO 0.00%↑ -- Short Report

ASML -- ASML 0.00%↑ -- Write Up

Loop Industries -- LOOP 0.00%↑ -- Write Up

America’s CAR-MART -- CRMT 0.00%↑ -- Write Up

Credit Acceptance -- CACC 0.00%↑ -- Write Up

WaterBridge -- WBI 0.00%↑ -- Write Up

Palomar Holdings -- PLMR 0.00%↑ -- Write Up

DoorDash -- DASH 0.00%↑ -- Write Up

Taiwan Semiconductor Manufacturing Co -- TSM 0.00%↑ -- Earnings

PowerFleet -- AIOT 0.00%↑ -- brief

Diamond Hill Investment Group -- DHIL 0.00%↑ -- brief

Oracle -- ORCL 0.00%↑ -- brief

Warner Bros. Discovery -- WBD 0.00%↑ -- $$$ -- brief

Microsoft -- MSFT 0.00%↑ -- Others

Netflix -- NFLX 0.00%↑ -- Earnings

CrowdStrike -- CRWD 0.00%↑ -- Earnings

MercadoLibre -- MELI 0.00%↑ -- brief

ASML -- ASML 0.00%↑ -- Earnings

Zeta Global -- ZETA 0.00%↑ -- $$$ -- brief

American Outdoor Brands -- AOUT 0.00%↑ -- Earnings

Intuitive Surgical -- ISRG 0.00%↑ -- Earnings

Comcast -- CMCSA 0.00%↑ -- brief

POOL -- POOL 0.00%↑ -- $$$ -- Earnings

Novo Nordisk -- NVO 0.00%↑ -- brief

NextNav -- NN 0.00%↑ -- Others

SoFi Technologies -- SOFI 0.00%↑ -- Others

Tesla -- TSLA 0.00%↑ -- Earnings

Ferrari NV -- RACE 0.00%↑ -- $$$ -- brief

Nektar Therapeutics -- NKTR 0.00%↑ -- brief

Nubank -- NU 0.00%↑ -- brief

Palantir -- PLTR 0.00%↑ -- brief

Harrow -- HROW 0.00%↑ -- brief (In French)

Coursera -- COUR 0.00%↑ -- $$$ -- brief

MercadoLibre -- MELI 0.00%↑ -- Others

Innovative Solutions and Support -- ISSC 0.00%↑ -- brief

The Trade Desk -- TTD 0.00%↑ -- $$$ -- brief

Kinsale -- KNSL 0.00%↑ -- $$$ -- Earnings

Shift4 Payments -- FOUR 0.00%↑ -- brief

OMS Energy -- OMSE 0.00%↑ -- brief

Costco Wholesale -- COST 0.00%↑ -- brief

Abacus Global Management -- ABL 0.00%↑ -- Others

Verizon -- VZ 0.00%↑ -- brief

Canterbury Park -- CPHC 0.00%↑ -- brief

Philip Morris International -- PM 0.00%↑ -- $$$ -- brief

Molina Healthcare -- MOH 0.00%↑ -- brief

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More Company Write Ups/Earnings/briefs

Public Policy Holding -- $LON:PPHC -- Write Up

Solstice Advanced Materials -- $SOLSV -- Write Up

Total Energy Services -- $TOTZF -- Write Up

Equatorial Resources -- $ASX:EQX -- Write Up

McBride -- $LON:MCB -- Write Up

Better Collective A/S -- $BTRCF -- Short Report

Evolution AB -- $EVVTY -- Write Up

Silvercorp Metals -- $TSE:SVM -- Write Up

GetBusy PLC -- $LON:GETB -- Write Up

Happy Belly Food Group -- $HBFGF -- $$$ -- Write Up

Medical Facilities -- $MFCSF -- Write Up

Shin Maint Holdings -- $TYO:6086 -- Write Up

Porsche -- $DRPRY -- Write Up

Creightons -- $LON:CRL -- Write Up

Constellation Software -- $CNSWF -- Write Up

Pluxee -- EPA:PLX -- Write Up

Asseco Poland -- $WSE:ACP -- Write Up

Pandora -- $PNDRY -- Write Up

Nameson Holdings -- $HKG:1982 -- $$$ -- Write Up

Gulf Marine Services PLC -- $LON:GMS -- brief

Basic-Fit NV -- $AMS:BFIT -- Earnings

Carasent AB -- $STO:CARA -- Earnings

Yu Group -- $LON:YU -- $$$ -- brief

Zion Oil & Gas -- $ZNOG -- brief

3i Group -- $TGOPY -- brief

Computer Modelling Group -- $CMDXF -- brief

Topicus.Com -- $TOITF -- brief

Svenska Handelsbanken -- $SVNLY -- brief

Arqiva -- $LON:DGI9 -- Earnings

Evolution -- $EVVTY -- $$$ -- Earnings

Rain Industries -- $NSE:RAIN -- brief

Thunderbird Entertainment -- $TBRD -- Earnings

GreenX Metals -- $ASX:GRX -- brief

Wynnstay Group -- $LON:WYN -- brief

Vitec Software -- $VITBF -- Earnings

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Company “Research” via Audio & Video Formats

Tesla -- TSLA 0.00%↑ -- Podcast

Energous -- WATT 0.00%↑ -- Podcast

TKO Group Holdings -- TKO 0.00%↑ -- Podcast

Ferrari NV -- RACE 0.00%↑ -- Podcast

Yelp -- YELP 0.00%↑ -- Podcast

San Juan Basin Royalty Trust -- SJT 0.00%↑ -- Podcast

Sea -- SEA 0.00%↑ -- Podcast

Amphenol -- APH 0.00%↑ -- Podcast

Burford Capital -- BUR 0.00%↑ -- Podcast

Figma -- FIG 0.00%↑ -- Podcast

Electronic Arts -- EA 0.00%↑ -- Podcast

GT Biopharma -- GTBP 0.00%↑ -- Podcast

CompoSecure -- CMPO 0.00%↑ -- Podcast

APi Group -- APG 0.00%↑ -- Podcast

AST SpaceMobile -- ASTS 0.00%↑ -- Podcast

Fair Isaac Corporation -- FICO 0.00%↑ -- Podcast

Dell Technologies -- DELL 0.00%↑ -- Podcast

Nexgel -- NXGL 0.00%↑ -- Podcast

HelloFresh -- $HELFY -- Podcast

Rua Gold -- $TSXV:RUA -- Podcast

CHAPTERS Group AG -- $ETR:CHG -- Podcast

Evolution -- $EVVTY -- Podcast

Fairfax India Holdings -- $FFXDF -- Podcast

PesoRama -- $CVE:PESO -- Podcast

Remitly Global -- RELY 0.00%↑ -- YouTube

Diageo -- DEO 0.00%↑ -- YouTube

Lululemon Athletica -- LULU 0.00%↑ -- YouTube

Immuron -- IMRN 0.00%↑ -- YouTube

Alphabet -- GOOG 0.00%↑ -- YouTube

Netflix -- NFLX 0.00%↑ -- YouTube

Stellantis -- STLA 0.00%↑ -- YouTube

BlackRock -- BLK 0.00%↑ -- YouTube

Hims & Hers Health -- HIMS 0.00%↑ -- YouTube

Alibaba Group -- BABA 0.00%↑ -- YouTube

Deckers Outdoor Corp -- DECK 0.00%↑ -- YouTube

MGM Resorts International -- MGM 0.00%↑ -- YouTube

Advanced Micro Devices -- AMD 0.00%↑ -- YouTube

Sweetgreen -- SG 0.00%↑ -- YouTube

Crocs -- CROX 0.00%↑ -- YouTube

Black Stone Minerals -- BSM 0.00%↑ -- YouTube

JPMorgan Chase -- JPM 0.00%↑ -- YouTube

Block -- XYZ 0.00%↑ -- YouTube

Alibaba -- BABA 0.00%↑ -- YouTube

Vista Gold -- VGZ 0.00%↑ -- YouTube

Basic-Fit NV -- $AMS:BFIT -- YouTube

Kadokawa -- $KDKWF -- YouTube

Evolution -- $EVVTY -- YouTube

Baillie Gifford China Growth Trust -- $LON:BGCG -- Substack Audio

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Interesting Links

The Elon Musk (Failing) Way by

The Hermit

The AI Supercycle: Top 15 AI Companies by

Compounding Your Wealth

5 Quality Stocks You Can Still Buy at Reasonable Prices by

Oguz Erkan

Media Stock Insights from Nielsen’s Sep-25 TV Snapshot by

Accrued Interest

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etc.

Building the Watchlist: Stocks to Watch for 2026

Knowledge compounds, keep on munching!

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P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!